John Breard is a CFP® and holds a Series 66 license, with 12 years of experience in the financial advisory industry. He is currently with Alera Investment Advisors, LLC and has previously worked at Valic Financial Advisors, JB Capital, LLC, and Arista Advisory Group, LLC. Outside of his advisory role, he is a licensed insurance agent affiliated with JN Financial, LLC, where he may recommend insurance and annuity products. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis driven investment approach and integrates advisory services with insurance and pension-consulting platforms.

Krista Cosgrove is a CFA® charterholder with 19 years of industry experience, currently serving at ZWJ Investment Counsel Inc. since 2007. She is based in Atlanta, GA. ZWJ Investment Counsel provides discretionary investment management and financial planning to a diverse client base, including individuals and institutions such as pension plans, trusts, and charitable organizations. The firm emphasizes tailored portfolios grounded in fundamental and financial analysis, serving both ERISA and IRA accounts with fiduciary responsibility.

Grayson Miller is a financial advisor at Waterloo Capital in Atlanta, GA, with nine years of industry experience. He holds a Series 66 designation and has previously worked at Oxford Financial Group, Ltd., Goldman Sachs & Co. LLC, and UBS Financial Services Inc. Waterloo Capital is a multi-advisor firm serving accomplished entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm offers customized investment management and financial planning with a focus on long-term, strategic buy-and-hold portfolios, utilizing both internal management and third-party sub-advisers.

Sibghat Sheikh is a CFA® charterholder and holds a Series 66 license, currently affiliated with SignatureFD, LLC. He has one year of industry experience with prior roles at MAGEC Group, Northwestern Mutual Investment Services, and other firms. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors. The firm offers discretionary wealth management, financial planning, consulting, and retirement plan management, employing diversified, long-term asset allocation strategies across various investment vehicles.

Nathan Stibbs is a financial advisor at Arkadios Wealth Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Arkadios Capital, Continuum Advisory, LLC, and Triad Advisors, Inc. Outside of finance, he serves as vice president of Waterborne, Inc., a biotechnology company. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of programs including advisor-managed accounts and access to third-party money managers. The firm employs a disciplined investment approach supported by an internal portfolio team and offers comprehensive portfolio reporting and planning services.

Bradford Young is a CFA® charterholder with 21 years of industry experience. He has been with ZWJ Investment Counsel Inc in Atlanta, GA since 2004. ZWJ Investment Counsel manages approximately $3.86 billion in client assets across about 925 client relationships, providing investment counseling and discretionary portfolio management for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. The firm’s investment approach focuses on discretionary equity, fixed income, and balanced portfolios tailored to each client’s needs using fundamental and financial analysis.

Charles Ambroselli is a CFP® with 17 years of experience in the financial services industry. He is currently with LCP Institutional, LLC and has previously worked at firms including Merit Financial Advisors, Patton Albertson & Miller, and Ronald Blue & Co. His background includes roles at both regional and institutional firms. LCP Institutional provides financial planning, portfolio management, and institutional consulting to individual and institutional clients such as retirement plans and trusts. The firm employs a research-driven investment approach with multi-asset portfolios, incorporating mutual funds, ETFs, common stocks, and covered-call strategies when appropriate, while managing many accounts on a non-discretionary basis.

Steven Zimmerman is a financial advisor with Equity Investment Corporation in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Thrivent Financial, Polen Capital Management, and Foreside Funds Distributors. He currently serves as Senior Director at Equity Investment Corporation, promoting their separately managed accounts and mutual funds. Equity Investment Corporation provides discretionary equity portfolio management to a diverse range of institutional and private clients, including high-net-worth individuals, trusts, and retirement plans. The firm employs a fundamental "absolute value" investment approach across multiple equity strategies and serves several unique client types such as insurance companies and government entities.

Patrick Thomas is a financial advisor at Fortis Capital Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including MPWM Advisory Solutions, Cardea Capital Advisors, Lindner Capital Advisors, Summit Wealth Management, and The Meyers Group. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized, primarily discretionary portfolio management and financial planning, employing a range of passive, active, tactical, and ESG-aware strategies alongside third-party sub-advisors.

John Bliss III is a financial advisor at Kingswood Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cantella & Co., Inc. and IFS Securities. Based in Atlanta, GA, he has been with Kingswood since 2022. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm integrates affiliated financial entities and supports insurance-linked account management, operating an open-architecture platform that frequently utilizes third-party managers and sub-advisors.

Kylie Presley is a financial advisor at New Edge Wealth in Atlanta, GA, holding a Series 65 designation with three years of industry experience. She previously worked at Fisher Investments for five years and has held positions at Paycom, State Farm, Vero Biotech, and Smith, Currie & Hancock LLP. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, using a combination of independent managers, model strategies, and proprietary investment solutions, supplemented by technology tools and AI-assisted analytics.

Timothy Dougherty is a financial advisor at Bay Colony Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, SunTrust, and VestGen Advisors. In addition to his advisory work, he produces the Biotech Insights podcast. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients with comprehensive financial planning and portfolio management. The firm combines a fundamental, long-term investment approach with family-office and concierge services alongside institutional retirement fiduciary offerings.

Thomas Toney is a financial advisor at SignatureFD, LLC with Series 65 credentials and no prior industry experience. His background includes roles at Emory University and Yale University. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors, offering discretionary wealth management, financial planning, consulting, and retirement plan management. The firm employs diversified, long-term asset allocation strategies and acts as adviser or sub-adviser to private investment funds and other pooled vehicles.

Blair Cunningham is a CFP® with 22 years of industry experience, currently serving at SignatureFD, LLC since 2000. Based in Atlanta, GA, he holds a Series 65 license and has spent his entire career with SignatureFD. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and several private investment funds.

Richard Irrgang is a CFA® charterholder and holds a Series 65 license, with 22 years of industry experience. He has been with Equity Investment Corporation since 2016 and previously worked at JFB Holdings Corp from 2003 to 2017. Equity Investment Corporation provides discretionary portfolio management to individuals, trusts, retirement plans, not-for-profits, and various institutional clients. The firm employs a fundamental, absolute-value investment approach with in-house valuation models and emphasizes low turnover, tax-aware execution, and ESG integration across its portfolios.

Edison Lambeth is a Series 66 licensed advisor with 25 years of industry experience, currently serving at Equity Investment Corporation since 2016. He has prior experience with Foreside Funds Distributors LLC and Voya Investment Management CO. LLC. Lambeth holds a senior director role focused on client service and sales related to institutional separately managed accounts. Equity Investment Corporation provides discretionary equity portfolio management to a diverse range of institutional and private investors, including high-net-worth individuals, trusts, and retirement plans. The firm employs a fundamental absolute value investment approach across multiple equity strategies and serves as a sub-adviser to wrap account and UMA program sponsors, managing an extensive client base through scalable institutional relationships.

Emma Godbee is a financial advisor with St. Bernard Financial Services, Inc. She holds Series 63 and Series 65 licenses and has 46 years of industry experience. Prior to joining St. Bernard in 2019, she worked at Woodstock Financial Group for nine years and has been involved with various insurance carriers since 1976. Outside of her advisory work, she serves on the City of Riverdale Zoning Appeals Board and is a member of both the Clayton County Water Authority and Clayton County Development Authority boards. St. Bernard Financial Services provides portfolio management and investment implementation for individuals, families, trusts, estates, and small businesses. The firm follows a long-term, conservative growth approach using tactical asset allocation based on Modern Portfolio Theory and emphasizes collaborative portfolio design primarily on a non-discretionary basis.

Adrian Vassallo is a financial advisor with Forvis Mazars Wealth Advisors, LLC in Atlanta, GA, holding a Series 65 designation and nine years of industry experience. His career includes roles at Dixon Hughes Goodman LLP and its affiliated wealth advisory firms from 2005 to 2024. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, and consulting services. The firm’s investment approach emphasizes customized asset allocation and combines active and passive strategies, with integrated tax and accounting services provided by its parent firm.

Brian Frey is a CFP® professional with 16 years of experience in financial advising. He has worked at SignatureFD, LLC since 2018 and previously held positions with JOYN Atlanta, Inc., JOYN Advisors, Inc., Securian Financial Services, Inc., Minnesota Life Insurance Company, and GV Financial Advisors, Inc. He is based in Atlanta, GA. SignatureFD serves individuals, including high-net-worth clients, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors. The firm offers discretionary wealth management, financial planning, and consulting services, employing diversified, long-term asset allocation strategies across multiple investment vehicles.

Pamela Middleton is a ChFC® with 43 years of industry experience, currently serving at Capital Analysts. She has worked at Lincoln Investment Planning, Inc. for 30 years and previously at Banks, Jackson & Middleton Inc. She is also involved in income tax preparation and owns an insurance and financial services business. Additionally, she acts as an executor and trustee for a family estate and serves as guardian for her grandson. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm utilizes both discretionary and non-discretionary investment approaches, supported by an in-house Investment Management & Research team that employs a proprietary mutual-fund screening process.